| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
United Financial Planning Group LLC United Financial Planning Group LLC | 70 | $5,428 | $6,143.2 | $715.2 | 13.18% |
| PAW Plan A Wealth LLC Plan A Wealth LLC | 8,619 | $621,742.73 | $792,775.62 | $171,032.89 | 27.51% |
| PCL Payne Capital LLC Payne Capital LLC | 10,000 | $715,300 | $899,500 | $184,200 | 25.75% |
| TAF Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 7,018 | $502,500.94 | $621,093 | $118,592.06 | 23.6% |
Manske Wealth Management Manske Wealth Management | 18,905 | $1.19M | $1.74M | $544,935.14 | 45.64% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 98 | $7,052.88 | $9,014.04 | $1,961.16 | 27.81% |
Eric C. Jansen Finivi Inc. | 10,546 | $697,223.38 | $970,021.08 | $272,797.7 | 39.13% |